2026-03-25-unified-profile-management

Unified profile management and alert channel improvements

Unified profile management and alert channel improvements

Browse, search, and inspect your unified profiles

You now have a dedicated Unified Profile section in the sidebar with three pages: Profiles, Identity, and Settings. The Profiles page lists all your merged customer records, organized by record type with tabs at the top. Search for any profile by name or identifier, click into it, and see every source contribution, field value, and when each field was last updated. You can see the complete picture of a customer across all your connected tools in one place.

  • Switch between record types (contacts, companies, etc.) using tabs

  • Search across all profiles and drill into any individual record

  • See which tool contributed each field value and when it was last updated

Configure record types and merge strategies

The new Settings page under Unified Profile gives you control over how profiles are built. Create custom record types to define which objects get merged across your integrations. Set a default merge strategy that determines how conflicting field values are resolved when multiple sources contribute different data. You can also override the merge strategy per property, so email might use "first value" while revenue uses "largest."

  • Create, edit, and delete record types to match your data model

  • Choose from eight merge strategies: Last Update Wins, First Value, Most Complete, Largest, Smallest, Sum, Merge Arrays, and Union Arrays

  • Override the default strategy on individual properties for fine-grained control

View identity resolution rules per record type

The Identity page shows how profiles are matched and linked across your connected tools. For each record type, you can see which primary key fields are configured for identity matching. This makes it clear how Oneprofile decides that a contact in your CRM is the same person as a user in your analytics tool.

  • See primary key fields for each record type at a glance

  • Understand exactly how records are matched across integrations

Manage notification channels with usage tracking

The Alerts page now has a dedicated section for managing your notification channels. Each channel shows how many alert rules reference it, so you know what's connected before making changes. You can select multiple channels and delete them in bulk. When connecting Slack, a channel picker lets you choose the specific Slack channel to post to right after completing OAuth.

  • See how many alert rules use each notification channel before deleting it

  • Bulk-select and delete channels you no longer need

  • Pick the exact Slack channel during the OAuth connection flow

Team member email suggestions for alert destinations

When you add an email notification channel, Oneprofile now suggests email addresses from your team members. Start typing and you see matching names and email addresses from your organization. Select a suggestion to auto-fill the email and channel name.

  • Find team member emails without leaving the alert setup flow

  • Names and emails are pulled from your organization membership